KWM
Kingsview Wealth Management Portfolio holdings
AUM
$6.94B
1-Year Est. Return
16.15%
This Fund
S&P 500
1 Year Est. Return
+16.15%
AUM
$6.55B
AUM Growth
+$641M
(+11%)
Holding
1,310
Top Buys
| 1 | +$48.5M | |
| 2 | +$46M | |
| 3 | +$45.7M | |
| 4 |
Booking.com
BKNG
|
+$42.4M |
| 5 |
Microsoft
MSFT
|
+$39.9M |
Top Sells
| 1 | +$46.7M | |
| 2 | +$43.1M | |
| 3 | +$39.8M | |
| 4 |
Walmart Inc
WMT
|
+$38.5M |
| 5 |
Danaher
DHR
|
+$31.5M |
Sector Composition
| 1 | Technology | 14.18% |
| 2 | Consumer Discretionary | 4.76% |
| 3 | Financials | 4.62% |
| 4 | Industrials | 3.88% |
| 5 | Healthcare | 3.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1301
Invesco S&P MidCap Low Volatility ETF
XMLV
$763M
| – | – |
-5,579
|
|
||
1302
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.37B
| – | – |
-5,690
|
|
||
1303
State Street SPDR S&P Pharmaceuticals ETF
XPH
$313M
| – | – |
-237,014
|
|
||
1304
Global X S&P 500 Risk Managed Income ETF
XRMI
$42.5M
| – | – |
-49,037
|
|
||
1305
State Street SPDR S&P Software & Services ETF
XSW
$337M
| – | – |
-53,710
|
|
||
1306
Flutter Entertainment
FLUT
$21.4B
| – | – |
-705
|
|
||
|
SCUS
1307
Schwab Ultra-Short Income ETF
SCUS
$209M
| – | – |
-90,055
|
|
||
|
FEBM
1308
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$39.8M
| – | – |
-6,871
|
|
||
|
MARU
1309
AllianzIM U.S. Equity Buffer15 Uncapped Mar ETF
MARU
$25.6M
| – | – |
-8,759
|
|
||
|
ZAPR
1310
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$36.9M
| – | – |
-10,199
|
|